NRG Energy (NRG)10% owner sold ~$2.35B

~$2.35B

Approx. value · 14.3M sh @ $164.00

6.65M

Holds after · shares reported

Traded

Mar 4, 2026

Filed

Mar 4, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jan 5, 2026Insider · First sale since 2020Officer sold ~$9.8M of NRG shares in the open market
2. Jan 6, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On January 6, 2026, the board of directors (the “Board”) of NRG Energy, Inc. (the “Company”) appointed Robert Gaudette, the Company’s current Executive Vice President, NRG Business and Wholesale Operations, as President of the Company, effective immediately, and as Chief Executive Officer, effective April 30, 2026, the date of the Company’s next annual meeting of stockholders (the “Annual Meeting”).”
3. Jan 6, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Appointment of Mr. Gaudette as Chief Executive Officer As previously disclosed in the Original 8-K, the Board of Directors of the Company appointed Mr. Gaudette as President of the Company, effective January 6, 2026, and as Chief Executive Officer, effective April 30, 2026.”
4. Jan 6, 2026Insider · 3 peopleInsiders: 3 sales (~$15.8M)
5. Jan 7, 2026Insider · 1 personInsiders: 2 sales (~$1.9M)
6. Jan 30, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 3 more items)“The information set forth in the Introductory Note Item and 1.01 of this Current Report on Form 8-K is incorporated herein by reference into this”
7. Feb 3, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On February 3, 2026, the Board of Directors (the “Board”) of NRG Energy, Inc. (the “Company”), pursuant to the recommendation of the Company’s Governance and Nominating Committee, appointed Sanjay Kapoor to serve as an independent director, effective immediately, until his successor shall have been duly elected and qualified or until his earlier death, resignation or removal.”
8. Feb 6, 20265% stakeLS Power Equity Advisors, LLC reported a passive stake (13G) of 11.3%
9. Feb 24, 2026Company filing · Form 8-K · ResultsReported its results
10. Feb 27, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news
11. Mar 4, 2026 · this disclosureInsider10% owner sold ~$2.35B of NRG shares in the open market

What came next

1. Mar 4, 20265% stakeLS Power Equity Advisors, LLC reported a passive stake (13G) of 3.8%
2. Mar 4, 2026Insider · 2 peopleInsiders: 3 sales (~$2.9B)
3. Mar 16, 2026InsiderOfficer sold ~$783K of NRG shares in the open market
4. Mar 27, 20265% stakeThe Vanguard Group reported a passive stake (13G)
5. Apr 2, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On April 2, 2026, E. Spencer Abraham informed the Board of Directors (the “Board”) of NRG Energy, Inc. (the “Company”) of his intention to resign from the Board, effective April 3, 2026, for personal reasons.”
6. Apr 28, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
7. Apr 29, 20265% stakeVanguard Portfolio Management reported a passive stake (13G) of 5.3%
8. Apr 30, 20265% stakeVanguard Capital Management reported a passive stake (13G) of 7.4%
9. May 6, 2026Company filing · Form 8-K · ResultsReported its results
10. May 21, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On May 21, 2026, upon the recommendation of the Governance and Nominating Committee of NRG Energy, Inc. (the “Company”), the Board of Directors (the “Board”) appointed Glenn Wright to serve as an independent director, effective May 26, 2026, until his successor is duly elected and qualified or until his earlier death, resignation or removal.”
11. Jun 15, 2026InsiderOfficer sold ~$2.55M of NRG shares in the open market

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for NRG Energy

For NRG Energy, OQRO holds 3 insider filings (SEC Form 4 or Form 144) and 20 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its NRG page.

Other recent filings by Nanus David, 10% owner

• SEC Form 4 at NRG Energy (NRG)Mar 4, 2026
• SEC Form 4 at Evgo (EVGO)Dec 20, 2024

The full history of Nanus David, 10% owner is on the profile page.

How this filing works

• SEC Form 4
• Open-market purchase
• Rule 10b5-1 trading plans

Other disclosures at NRG Energy

• SEC Form 4Sep 9, 2026
• SEC Form 144Sep 8, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its NRG page.